Bullock Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Bullock Wealth Management’s Portfolio ICF Stock Details ICF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.7K	Hold	232	–	–	0.01%	394
2026 Q1	$14.4K	Hold	232	–	–	0.01%	387
2025 Q4	$13.8K	Hold	232	–	–	0.01%	373
2025 Q3	$14.3K	Hold	232	–	–	0.01%	378
2025 Q2	$14.3K	Hold	232	–	–	0.01%	356
2025 Q1	$14.3K	Hold	232	–	–	0.01%	342
2024 Q4	$14K	Hold	232	–	–	0.01%	360
2024 Q3	$15.2K	Hold	232	–	–	0.01%	333
2024 Q2	$13.2K	Hold	232	–	–	0.01%	330
2024 Q1	$13.1K	Buy	+232	New	+$13.2K	0.01%	337

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bullock Wealth Management's ICF Position: Q2 2026 in Review

Bullock Wealth Management held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 232 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #394.

Bullock Wealth Management first reported a position in ICF in Q1 2024 and has held it in 10 quarters since. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Bullock Wealth Management held 232 shares of iShares Select U.S. REIT ETF worth $15.7K as of Q2 2026.
Bullock Wealth Management left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
iShares Select U.S. REIT ETF made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #394 holding.
Bullock Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q1 2024 and has held it in 10 quarters since.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.